Financial Assistance Applications
Table of Contents
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You'll find the Financial Assistance Application in the Payor Information screen. Payor Information is listed in the Other category of the Client Menu. You can also pin it to your favorites for quicker access. |
Completing The ApplicationIn the Financial Assistance Applications section, click Add. 
Once you complete all fields, click Sign. 
Enter your Electronic Signature and click Save. 
When the client is ready to sign, click Capture Electronic Signature. 
Click Capture Client Signature. 
The client will enter the last four (4) digits of their Social Security Number (SSN) and click Sign. 
You will then enter your Electronic Signature and click Finalize Client Signature.  |
Supervisor Approval
From the Billing tab, select Financial Assistance Apps.  Select Edit on the application that you want to review/approve.  Review the application. The Percent Discounted is calculated based on the income entered in the application; this can be changed at this time if needed. Enter a begin and end date for the length of time the discount should be applied and click Save.  Once saved, the application will have an Addendum attached to it.  The Addendum shows the outcome/decision of the application.  |
Client After Approval
Once the application has been approved, the outcome/decision will be listed in the Addendum of the application in the client's chart. 
The Addendum shows the outcome/decision of the application.  |
